SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,902,832 shares; 2024Q4: 15,371,381 shares; 2025Q1: 14,887,267 shares; 2025Q2: 15,205,975 shares; 2025Q3: 15,014,311 shares; 2025Q4: 14,890,533 shares; 2026Q1: 15,031,527 shares 15,031,527 $438M 12.02% +140,994 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,306,600 shares; 2024Q4: 9,927,842 shares; 2025Q1: 10,027,280 shares; 2025Q2: 9,946,200 shares; 2025Q3: 10,079,785 shares; 2025Q4: 10,187,907 shares; 2026Q1: 10,217,486 shares 10,217,486 $312M 8.56% +29,579 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773,144 shares; 2024Q4: 5,960,505 shares; 2025Q1: 6,440,391 shares; 2025Q2: 6,279,163 shares; 2025Q3: 6,677,104 shares; 2025Q4: 7,198,276 shares; 2026Q1: 7,317,057 shares 7,317,057 $181M 4.97% +118,781 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135,279 shares; 2024Q4: 6,511,229 shares; 2025Q1: 6,787,890 shares; 2025Q2: 6,987,851 shares; 2025Q3: 7,183,067 shares; 2025Q4: 7,447,340 shares; 2026Q1: 7,710,661 shares 7,710,661 $179M 4.92% +263,321 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105,998 shares; 2024Q4: 9,380,983 shares; 2025Q1: 9,634,773 shares; 2025Q2: 9,459,398 shares; 2025Q3: 9,739,675 shares; 2025Q4: 10,106,223 shares; 2026Q1: 5,507,557 shares 5,507,557 $169M 4.64% -4,598,666 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787,833 shares 1,787,833 $128M 3.52% new Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,673 shares; 2024Q4: 604,912 shares; 2025Q1: 747,202 shares; 2025Q2: 1,302,392 shares; 2025Q3: 2,251,106 shares; 2025Q4: 2,329,725 shares; 2026Q1: 2,433,536 shares 2,433,536 $116M 3.19% +103,811 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547,183 shares; 2024Q4: 3,610,306 shares; 2025Q1: 3,717,179 shares; 2025Q2: 3,837,974 shares; 2025Q3: 4,028,364 shares; 2025Q4: 4,191,106 shares; 2026Q1: 4,314,262 shares 4,314,262 $113M 3.12% +123,156 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848,684 shares; 2024Q4: 860,368 shares; 2025Q1: 817,595 shares; 2025Q2: 797,593 shares; 2025Q3: 831,724 shares; 2025Q4: 858,771 shares; 2026Q1: 862,566 shares 862,566 $95.3M 2.62% +3,795 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,556 shares; 2024Q4: 453,876 shares; 2025Q1: 452,778 shares; 2025Q2: 544,776 shares; 2025Q3: 1,050,626 shares; 2025Q4: 1,108,899 shares; 2026Q1: 1,076,937 shares 1,076,937 $86.8M 2.38% -31,962 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619,894 shares; 2024Q4: 1,922,233 shares; 2025Q1: 2,074,367 shares; 2025Q2: 2,394,331 shares; 2025Q3: 2,366,018 shares; 2025Q4: 2,264,574 shares; 2026Q1: 2,300,372 shares 2,300,372 $84.2M 2.31% +35,798 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,158 shares; 2024Q4: 409,843 shares; 2025Q1: 548,534 shares; 2025Q2: 902,479 shares; 2025Q3: 1,582,620 shares; 2025Q4: 1,626,978 shares; 2026Q1: 1,674,613 shares 1,674,613 $78.8M 2.16% +47,635 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,586 shares; 2024Q4: 338,411 shares; 2025Q1: 412,142 shares; 2025Q2: 472,930 shares; 2025Q3: 834,328 shares; 2025Q4: 893,442 shares; 2026Q1: 918,268 shares 918,268 $78.2M 2.15% +24,826 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,682 shares; 2024Q4: 494,780 shares; 2025Q1: 539,662 shares; 2025Q2: 614,401 shares; 2025Q3: 1,160,184 shares; 2025Q4: 1,251,400 shares; 2026Q1: 1,241,164 shares 1,241,164 $62M 1.7% -10,236 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,359 shares; 2024Q4: 301,081 shares; 2025Q1: 307,106 shares; 2025Q2: 170,139 shares; 2025Q3: 458,812 shares; 2025Q4: 502,707 shares; 2026Q1: 495,654 shares 495,654 $52.6M 1.44% -7,053 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722,201 shares; 2024Q4: 650,029 shares; 2025Q1: 639,192 shares; 2025Q2: 836,330 shares; 2025Q3: 899,949 shares; 2025Q4: 854,387 shares; 2026Q1: 842,907 shares 842,907 $42.7M 1.17% -11,480 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031,553 shares; 2024Q4: 2,004,704 shares; 2025Q1: 2,244,942 shares; 2025Q2: 2,729,665 shares; 2025Q3: 1,706,229 shares; 2025Q4: 1,662,419 shares; 2026Q1: 1,681,599 shares 1,681,599 $41.7M 1.14% +19,180 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,452 shares; 2024Q4: 67,763 shares; 2025Q1: 90,269 shares; 2025Q2: 81,050 shares; 2025Q3: 78,771 shares; 2025Q4: 72,138 shares; 2026Q1: 92,599 shares 92,599 $39.5M 1.08% +20,461 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965,147 shares; 2024Q4: 979,790 shares; 2025Q1: 1,000,981 shares; 2025Q2: 976,751 shares; 2025Q3: 965,273 shares; 2025Q4: 942,845 shares; 2026Q1: 937,466 shares 937,466 $39M 1.07% -5,379 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,276 shares; 2025Q1: 3,379 shares; 2025Q2: 3,712 shares; 2025Q3: 3,828 shares; 2025Q4: 3,775 shares; 2026Q1: 64,918 shares 64,918 $38.8M 1.07% +61,143 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,816 shares; 2024Q4: 166,922 shares; 2025Q1: 170,636 shares; 2025Q2: 237,140 shares; 2025Q3: 234,504 shares; 2025Q4: 225,257 shares; 2026Q1: 174,460 shares 174,460 $37.5M 1.03% -50,797 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,240 shares; 2024Q4: 158,632 shares; 2025Q1: 135,488 shares; 2025Q2: 137,824 shares; 2025Q3: 148,149 shares; 2025Q4: 147,060 shares; 2026Q1: 147,675 shares 147,675 $37.5M 1.03% +615 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,112 shares; 2024Q4: 420,525 shares; 2025Q1: 423,683 shares; 2025Q2: 479,200 shares; 2025Q3: 469,621 shares; 2025Q4: 447,460 shares; 2026Q1: 449,329 shares 449,329 $34.6M 0.95% +1,869 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,881 shares; 2024Q4: 375,669 shares; 2025Q1: 360,275 shares; 2025Q2: 271,280 shares; 2025Q3: 292,254 shares; 2025Q4: 317,341 shares; 2026Q1: 333,499 shares 333,499 $32.2M 0.88% +16,158 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,182 shares; 2024Q4: 292,163 shares; 2025Q1: 215,528 shares; 2025Q2: 218,441 shares; 2025Q3: 245,430 shares; 2025Q4: 288,467 shares; 2026Q1: 321,914 shares 321,914 $30.9M 0.85% +33,447 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,510 shares; 2024Q4: 452,649 shares; 2025Q1: 509,504 shares; 2025Q2: 580,273 shares; 2025Q3: 562,989 shares; 2025Q4: 540,007 shares; 2026Q1: 544,900 shares 544,900 $30.8M 0.85% +4,893 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,719 shares; 2024Q4: 344,053 shares; 2025Q1: 362,227 shares; 2025Q2: 359,425 shares; 2025Q3: 388,750 shares; 2025Q4: 385,563 shares; 2026Q1: 395,348 shares 395,348 $22.4M 0.62% +9,785 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,628 shares; 2024Q4: 133,772 shares; 2025Q1: 165,007 shares; 2025Q2: 196,354 shares; 2025Q3: 190,149 shares; 2025Q4: 186,086 shares; 2026Q1: 187,275 shares 187,275 $21.2M 0.58% +1,189 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,088 shares; 2024Q4: 44,714 shares; 2025Q1: 40,883 shares; 2025Q2: 42,266 shares; 2025Q3: 46,009 shares; 2025Q4: 41,553 shares; 2026Q1: 51,692 shares 51,692 $19.1M 0.53% +10,139 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,899 shares; 2025Q1: 20,646 shares; 2025Q2: 171,041 shares; 2025Q3: 168,978 shares; 2025Q4: 159,973 shares; 2026Q1: 190,307 shares 190,307 $19M 0.52% +30,334 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,659 shares; 2024Q4: 136,802 shares; 2025Q1: 153,312 shares; 2025Q2: 202,222 shares; 2025Q3: 196,682 shares; 2025Q4: 188,433 shares; 2026Q1: 183,763 shares 183,763 $17.4M 0.48% -4,670 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,259 shares; 2024Q4: 17,121 shares; 2025Q1: 32,887 shares; 2025Q2: 55,291 shares; 2025Q3: 53,922 shares; 2025Q4: 54,063 shares; 2026Q1: 54,775 shares 54,775 $17.2M 0.47% +712 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,600 shares; 2024Q4: 189,611 shares; 2025Q1: 197,155 shares; 2025Q2: 191,966 shares; 2025Q3: 195,956 shares; 2025Q4: 192,958 shares; 2026Q1: 190,877 shares 190,877 $16.9M 0.46% -2,081 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,305 shares; 2024Q4: 79,437 shares; 2025Q1: 80,985 shares; 2025Q2: 83,789 shares; 2025Q3: 87,327 shares; 2025Q4: 89,184 shares; 2026Q1: 98,224 shares 98,224 $16.7M 0.46% +9,040 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,333 shares; 2024Q4: 54,148 shares; 2025Q1: 56,315 shares; 2025Q2: 114,285 shares; 2025Q3: 111,756 shares; 2025Q4: 107,419 shares; 2026Q1: 114,135 shares 114,135 $16.6M 0.46% +6,716 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,235 shares; 2024Q4: 56,600 shares; 2025Q1: 56,536 shares; 2025Q2: 62,037 shares; 2025Q3: 93,958 shares; 2025Q4: 94,227 shares; 2026Q1: 92,691 shares 92,691 $16.2M 0.44% -1,536 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,273 shares; 2025Q1: 284,203 shares; 2025Q2: 506,684 shares; 2025Q3: 492,014 shares; 2025Q4: 467,819 shares; 2026Q1: 454,437 shares 454,437 $15.4M 0.42% -13,382 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,561 shares; 2024Q4: 29,883 shares; 2025Q1: 37,187 shares; 2025Q2: 55,539 shares; 2025Q3: 54,585 shares; 2025Q4: 51,022 shares; 2026Q1: 50,527 shares 50,527 $15.3M 0.42% -495 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,772 shares; 2024Q4: 53,274 shares; 2025Q1: 51,598 shares; 2025Q2: 52,525 shares; 2025Q3: 51,684 shares; 2025Q4: 51,183 shares; 2026Q1: 50,447 shares 50,447 $14.8M 0.41% -736 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,473 shares; 2025Q1: 271,525 shares; 2025Q2: 428,597 shares; 2025Q3: 420,357 shares; 2025Q4: 420,408 shares; 2026Q1: 413,787 shares 413,787 $14.5M 0.4% -6,621 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,171 shares; 2024Q4: 75,898 shares; 2025Q1: 144,803 shares; 2025Q2: 123,567 shares; 2025Q3: 116,981 shares; 2025Q4: 114,388 shares; 2026Q1: 111,789 shares 111,789 $14.3M 0.39% -2,599 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,009 shares; 2024Q4: 20,143 shares; 2025Q1: 23,599 shares; 2025Q2: 24,427 shares; 2025Q3: 23,744 shares; 2025Q4: 23,922 shares; 2026Q1: 25,296 shares 25,296 $14.2M 0.39% +1,374 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,965 shares; 2024Q4: 55,352 shares; 2025Q1: 52,524 shares; 2025Q2: 53,188 shares; 2025Q3: 47,446 shares; 2025Q4: 46,968 shares; 2026Q1: 45,911 shares 45,911 $14.2M 0.39% -1,057 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,871 shares; 2024Q4: 60,324 shares; 2025Q1: 57,019 shares; 2025Q2: 57,305 shares; 2025Q3: 57,846 shares; 2025Q4: 57,589 shares; 2026Q1: 60,872 shares 60,872 $13.2M 0.36% +3,283 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,945 shares; 2024Q4: 138,793 shares; 2025Q1: 141,195 shares; 2025Q2: 284,692 shares; 2025Q3: 279,017 shares; 2025Q4: 282,709 shares; 2026Q1: 284,389 shares 284,389 $13.2M 0.36% +1,680 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,282 shares; 2024Q4: 170,451 shares; 2025Q1: 174,122 shares; 2025Q2: 174,083 shares; 2025Q3: 178,388 shares; 2025Q4: 180,273 shares; 2026Q1: 173,037 shares 173,037 $13.2M 0.36% -7,236 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,435 shares; 2024Q4: 57,810 shares; 2025Q1: 59,090 shares; 2025Q2: 61,347 shares; 2025Q3: 64,526 shares; 2025Q4: 64,859 shares; 2026Q1: 61,302 shares 61,302 $12.7M 0.35% -3,557 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,761 shares; 2024Q4: 230,089 shares; 2025Q1: 230,750 shares; 2025Q2: 231,520 shares; 2025Q3: 232,660 shares; 2025Q4: 227,248 shares; 2026Q1: 233,065 shares 233,065 $12.2M 0.34% +5,817 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,991 shares; 2024Q4: 81,404 shares; 2025Q1: 92,798 shares; 2025Q2: 101,408 shares; 2025Q3: 109,670 shares; 2025Q4: 111,587 shares; 2026Q1: 98,512 shares 98,512 $11.9M 0.33% -13,075 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,208 shares; 2024Q4: 24,467 shares; 2025Q1: 29,771 shares; 2025Q2: 48,897 shares; 2025Q3: 48,104 shares; 2025Q4: 45,816 shares; 2026Q1: 45,734 shares 45,734 $11.8M 0.32% -82 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,856 shares; 2024Q4: 272,927 shares; 2025Q1: 269,107 shares; 2025Q2: 258,972 shares; 2025Q3: 247,831 shares; 2025Q4: 228,113 shares; 2026Q1: 215,876 shares 215,876 $11.3M 0.31% -12,237 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,663 shares; 2024Q4: 285,291 shares; 2025Q1: 278,535 shares; 2025Q2: 274,880 shares; 2025Q3: 265,531 shares; 2025Q4: 217,376 shares; 2026Q1: 206,723 shares 206,723 $11.2M 0.31% -10,653 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,758 shares; 2024Q4: 25,022 shares; 2025Q1: 47,489 shares; 2025Q2: 48,407 shares; 2025Q3: 50,299 shares; 2025Q4: 50,996 shares; 2026Q1: 53,248 shares 53,248 $11.1M 0.3% +2,252 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,215 shares; 2024Q4: 151,986 shares; 2025Q1: 141,098 shares; 2025Q2: 144,679 shares; 2025Q3: 145,478 shares; 2025Q4: 144,312 shares; 2026Q1: 140,202 shares 140,202 $10.9M 0.3% -4,110 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,524 shares; 2024Q4: 23,533 shares; 2025Q1: 23,775 shares; 2025Q2: 157,679 shares; 2025Q3: 163,165 shares; 2025Q4: 159,807 shares; 2026Q1: 279,200 shares 279,200 $10.8M 0.3% +119,393 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,123 shares; 2024Q4: 43,238 shares; 2025Q1: 44,955 shares; 2025Q2: 47,269 shares; 2025Q3: 48,897 shares; 2025Q4: 48,455 shares; 2026Q1: 43,955 shares 43,955 $10.7M 0.29% -4,500 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,355 shares; 2024Q4: 328,858 shares; 2025Q1: 329,849 shares; 2025Q2: 342,410 shares; 2025Q3: 197,643 shares; 2025Q4: 167,591 shares; 2026Q1: 211,755 shares 211,755 $10.6M 0.29% +44,164 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,989 shares; 2025Q1: 84,092 shares; 2025Q2: 94,830 shares; 2025Q3: 91,636 shares; 2025Q4: 91,082 shares; 2026Q1: 105,266 shares 105,266 $10.6M 0.29% +14,184 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,683 shares; 2024Q4: 194,656 shares; 2025Q1: 202,605 shares; 2025Q2: 201,747 shares; 2025Q3: 213,828 shares; 2025Q4: 221,191 shares; 2026Q1: 210,476 shares 210,476 $10.6M 0.29% -10,715 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,430 shares; 2024Q4: 164,602 shares; 2025Q1: 160,241 shares; 2025Q2: 173,126 shares; 2025Q3: 162,186 shares; 2025Q4: 154,915 shares; 2026Q1: 150,955 shares 150,955 $10.5M 0.29% -3,960 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,747 shares; 2024Q4: 42,371 shares; 2025Q1: 44,800 shares; 2025Q2: 45,440 shares; 2025Q3: 45,916 shares; 2025Q4: 45,257 shares; 2026Q1: 41,733 shares 41,733 $10.3M 0.28% -3,524 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 10,700 shares; 2025Q1: 10,051 shares; 2025Q2: 4,373 shares; 2025Q3: 4,727 shares; 2025Q4: 10,692 shares; 2026Q1: 10,247 shares 10,247 $10.2M 0.28% -445 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579,863 shares; 2024Q4: 572,251 shares; 2025Q1: 569,330 shares; 2025Q2: 549,710 shares; 2025Q3: 415,590 shares; 2025Q4: 301,378 shares; 2026Q1: 261,521 shares 261,521 $10.2M 0.28% -39,857 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,702 shares; 2024Q4: 26,404 shares; 2025Q1: 26,659 shares; 2025Q2: 29,147 shares; 2025Q3: 30,483 shares; 2025Q4: 31,015 shares; 2026Q1: 28,617 shares 28,617 $10.1M 0.28% -2,398 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: 11,745 shares; 2025Q1: 12,574 shares; 2025Q2: 12,706 shares; 2025Q3: 19,324 shares; 2025Q4: 19,268 shares; 2026Q1: 16,394 shares 16,394 $9.91M 0.27% -2,874 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,111 shares; 2024Q4: 42,318 shares; 2025Q1: 46,340 shares; 2025Q2: 56,355 shares; 2025Q3: 54,309 shares; 2025Q4: 53,313 shares; 2026Q1: 52,399 shares 52,399 $9.66M 0.27% -914 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,924 shares; 2024Q4: 26,777 shares; 2025Q1: 27,696 shares; 2025Q2: 29,131 shares; 2025Q3: 30,435 shares; 2025Q4: 31,165 shares; 2026Q1: 28,833 shares 28,833 $9.48M 0.26% -2,332 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,640 shares; 2024Q4: 14,546 shares; 2025Q1: 14,557 shares; 2025Q2: 15,647 shares; 2025Q3: 15,044 shares; 2025Q4: 14,934 shares; 2026Q1: 14,389 shares 14,389 $9.36M 0.26% -545 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,342 shares; 2024Q4: 46,617 shares; 2025Q1: 48,091 shares; 2025Q2: 49,239 shares; 2025Q3: 50,976 shares; 2025Q4: 51,577 shares; 2026Q1: 47,307 shares 47,307 $9.18M 0.25% -4,270 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,584 shares; 2024Q4: 66,446 shares; 2025Q1: 69,191 shares; 2025Q2: 71,089 shares; 2025Q3: 68,374 shares; 2025Q4: 70,271 shares; 2026Q1: 61,065 shares 61,065 $9.04M 0.25% -9,206 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,249 shares; 2024Q4: 41,960 shares; 2025Q1: 37,041 shares; 2025Q2: 36,701 shares; 2025Q3: 37,689 shares; 2025Q4: 37,050 shares; 2026Q1: 36,587 shares 36,587 $8.87M 0.24% -463 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,519 shares; 2024Q4: 112,307 shares; 2025Q1: 119,042 shares; 2025Q2: 115,761 shares; 2025Q3: 110,623 shares; 2025Q4: 107,148 shares; 2026Q1: 112,934 shares 112,934 $8.72M 0.24% +5,786 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,167 shares; 2024Q4: 15,449 shares; 2025Q1: 14,225 shares; 2025Q2: 14,340 shares; 2025Q3: 14,137 shares; 2025Q4: 14,572 shares; 2026Q1: 17,100 shares 17,100 $8.19M 0.22% +2,528 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,439 shares; 2024Q4: 33,336 shares; 2025Q1: 32,435 shares; 2025Q2: 31,970 shares; 2025Q3: 31,215 shares; 2025Q4: 30,991 shares; 2026Q1: 61,638 shares 61,638 $8.14M 0.22% +30,647 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,044 shares; 2024Q4: 44,064 shares; 2025Q1: 43,670 shares; 2025Q2: 42,269 shares; 2025Q3: 41,878 shares; 2025Q4: 41,116 shares; 2026Q1: 41,301 shares 41,301 $8.1M 0.22% +185 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,490 shares; 2024Q4: 54,385 shares; 2025Q1: 52,214 shares; 2025Q2: 51,159 shares; 2025Q3: 52,629 shares; 2025Q4: 51,481 shares; 2026Q1: 53,904 shares 53,904 $7.79M 0.21% +2,423 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,574 shares; 2024Q4: 120,198 shares; 2025Q1: 117,279 shares; 2025Q2: 121,290 shares; 2025Q3: 124,688 shares; 2025Q4: 122,545 shares; 2026Q1: 123,594 shares 123,594 $7.68M 0.21% +1,049 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,564 shares; 2024Q4: 102,397 shares; 2025Q1: 92,538 shares; 2025Q2: 90,385 shares; 2025Q3: 84,813 shares; 2025Q4: 80,970 shares; 2026Q1: 76,250 shares 76,250 $7.57M 0.21% -4,720 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,374 shares; 2024Q4: 21,337 shares; 2025Q1: 23,114 shares; 2025Q2: 25,052 shares; 2025Q3: 25,760 shares; 2025Q4: 25,501 shares; 2026Q1: 25,700 shares 25,700 $7.39M 0.2% +199 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,896 shares; 2024Q4: 87,153 shares; 2025Q1: 93,285 shares; 2025Q2: 102,944 shares; 2025Q3: 102,565 shares; 2025Q4: 96,063 shares; 2026Q1: 96,298 shares 96,298 $7.16M 0.2% +235 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,837 shares; 2024Q4: 48,292 shares; 2025Q1: 53,689 shares; 2025Q2: 55,787 shares; 2025Q3: 56,271 shares; 2025Q4: 62,583 shares; 2026Q1: 46,062 shares 46,062 $7.15M 0.2% -16,521 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 9,706 shares; 2025Q1: 10,267 shares; 2025Q2: 10,607 shares; 2025Q3: 11,729 shares; 2025Q4: 12,017 shares; 2026Q1: 12,043 shares 12,043 $6.95M 0.19% +26 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,336 shares; 2024Q4: 114,908 shares; 2025Q1: 110,348 shares; 2025Q2: 117,757 shares; 2025Q3: 115,156 shares; 2025Q4: 117,022 shares; 2026Q1: 105,325 shares 105,325 $6.95M 0.19% -11,697 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,017 shares; 2024Q4: 247,607 shares; 2025Q1: 259,725 shares; 2025Q2: 308,603 shares; 2025Q3: 241,576 shares; 2025Q4: 253,886 shares; 2026Q1: 241,169 shares 241,169 $6.77M 0.19% -12,717 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,607 shares; 2024Q4: 14,453 shares; 2025Q1: 14,614 shares; 2025Q2: 15,518 shares; 2025Q3: 15,902 shares; 2025Q4: 16,002 shares; 2026Q1: 16,115 shares 16,115 $5.99M 0.16% +113 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,986 shares; 2024Q4: 35,083 shares; 2025Q1: 33,834 shares; 2025Q2: 33,398 shares; 2025Q3: 32,165 shares; 2025Q4: 32,115 shares; 2026Q1: 30,585 shares 30,585 $5.8M 0.16% -1,530 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,328 shares; 2024Q4: 33,457 shares; 2025Q1: 35,394 shares; 2025Q2: 36,702 shares; 2025Q3: 37,999 shares; 2025Q4: 40,460 shares; 2026Q1: 40,066 shares 40,066 $5.79M 0.16% -394 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,804 shares; 2025Q1: 5,342 shares; 2025Q2: 5,574 shares; 2025Q3: 6,037 shares; 2025Q4: 6,054 shares; 2026Q1: 6,284 shares 6,284 $5.78M 0.16% +230 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353,799 shares; 2026Q1: 344,467 shares 344,467 $5.72M 0.16% -9,332 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,673 shares; 2024Q4: 19,152 shares; 2025Q1: 18,968 shares; 2025Q2: 18,701 shares; 2025Q3: 18,140 shares; 2025Q4: 18,039 shares; 2026Q1: 18,065 shares 18,065 $5.61M 0.15% +26 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,315 shares; 2024Q4: 116,363 shares; 2025Q1: 108,746 shares; 2025Q2: 111,321 shares; 2025Q3: 111,464 shares; 2025Q4: 111,058 shares; 2026Q1: 107,237 shares 107,237 $5.23M 0.14% -3,821 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,847 shares; 2025Q1: 4,091 shares; 2025Q2: 4,091 shares; 2025Q3: 4,091 shares; 2025Q4: 7,176 shares; 2026Q1: 7,176 shares 7,176 $5.22M 0.14% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,638 shares; 2024Q4: 38,999 shares; 2025Q1: 42,455 shares; 2025Q2: 47,445 shares; 2025Q3: 47,869 shares; 2025Q4: 59,908 shares; 2026Q1: 51,129 shares 51,129 $5.03M 0.14% -8,779 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,158 shares; 2025Q1: 3,763 shares; 2025Q2: 3,428 shares; 2025Q3: 3,510 shares; 2025Q4: 2,258 shares; 2026Q1: 7,079 shares 7,079 $4.94M 0.14% +4,821 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,204 shares; 2024Q4: 62,269 shares; 2025Q1: 61,693 shares; 2025Q2: 61,145 shares; 2025Q3: 59,171 shares; 2025Q4: 52,220 shares; 2026Q1: 46,116 shares 46,116 $4.91M 0.13% -6,104 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 6,267 shares; 2025Q1: 6,406 shares; 2025Q2: 6,422 shares; 2025Q3: 6,336 shares; 2025Q4: 6,849 shares; 2026Q1: 6,850 shares 6,850 $4.85M 0.13% +1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,284 shares; 2024Q4: 178,929 shares; 2025Q1: 172,652 shares; 2025Q2: 167,859 shares; 2025Q3: 155,575 shares; 2025Q4: 148,443 shares; 2026Q1: 93,553 shares 93,553 $4.67M 0.13% -54,890 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,751 shares; 2024Q4: 101,526 shares; 2025Q1: 82,004 shares; 2025Q2: 85,863 shares; 2025Q3: 90,148 shares; 2025Q4: 91,510 shares; 2026Q1: 85,641 shares 85,641 $4.45M 0.12% -5,869 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,812 shares; 2024Q4: 18,945 shares; 2025Q1: 32,583 shares; 2025Q2: 38,783 shares; 2025Q3: 38,681 shares; 2025Q4: 37,914 shares; 2026Q1: 59,906 shares 59,906 $4.41M 0.12% +21,992 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,678 shares; 2024Q4: 55,695 shares; 2025Q1: 68,632 shares; 2025Q2: 94,968 shares; 2025Q3: 90,609 shares; 2025Q4: 91,338 shares; 2026Q1: 108,022 shares 108,022 $4.23M 0.12% +16,684 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,656 shares; 2024Q4: 63,361 shares; 2025Q1: 56,877 shares; 2025Q2: 60,419 shares; 2025Q3: 69,478 shares; 2025Q4: 74,548 shares; 2026Q1: 67,047 shares 67,047 $4.07M 0.11% -7,501 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,951 shares; 2024Q4: 689,311 shares; 2025Q1: 692,332 shares; 2025Q2: 1,320,615 shares; 2025Q3: 190,275 shares; 2025Q4: 171,499 shares; 2026Q1: 168,469 shares 168,469 $4.06M 0.11% -3,030 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,048 shares; 2025Q1: 5,356 shares; 2025Q2: 5,981 shares; 2025Q3: 7,372 shares; 2025Q4: 6,551 shares; 2026Q1: 6,970 shares 6,970 $3.99M 0.11% +419 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,196 shares; 2025Q1: 33,647 shares; 2025Q2: 36,241 shares; 2025Q3: 39,193 shares; 2025Q4: 45,466 shares; 2026Q1: 43,681 shares 43,681 $3.95M 0.11% -1,785 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,854 shares; 2024Q4: 34,533 shares; 2025Q1: 31,572 shares; 2025Q2: 29,007 shares; 2025Q3: 28,796 shares; 2025Q4: 30,978 shares; 2026Q1: 31,420 shares 31,420 $3.9M 0.11% +442 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,400 shares; 2025Q1: 16,736 shares; 2025Q2: 17,928 shares; 2025Q3: 19,013 shares; 2025Q4: 19,361 shares; 2026Q1: 18,336 shares 18,336 $3.79M 0.1% -1,025 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 8,795 shares; 2025Q1: 9,576 shares; 2025Q2: 10,192 shares; 2025Q3: 11,277 shares; 2025Q4: 11,909 shares; 2026Q1: 12,477 shares 12,477 $3.77M 0.1% +568 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,718 shares; 2024Q4: 45,744 shares; 2025Q1: 45,768 shares; 2025Q2: 45,766 shares; 2025Q3: 44,968 shares; 2025Q4: 44,969 shares; 2026Q1: 47,968 shares 47,968 $3.67M 0.1% +2,999 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 12,520 shares; 2025Q1: 12,521 shares; 2025Q2: 29,974 shares; 2025Q3: 29,094 shares; 2025Q4: 25,669 shares; 2026Q1: 25,573 shares 25,573 $3.64M 0.1% -96 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,392 shares; 2024Q4: 74,866 shares; 2025Q1: 74,401 shares; 2025Q2: 73,270 shares; 2025Q3: 72,619 shares; 2025Q4: 66,818 shares; 2026Q1: 60,100 shares 60,100 $3.41M 0.09% -6,718 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 10,702 shares; 2025Q1: 10,745 shares; 2025Q2: 10,518 shares; 2025Q3: 10,864 shares; 2025Q4: 10,834 shares; 2026Q1: 10,395 shares 10,395 $3.33M 0.09% -439 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,084 shares; 2024Q4: 38,619 shares; 2025Q1: 38,337 shares; 2025Q2: 40,259 shares; 2025Q3: 39,516 shares; 2025Q4: 38,836 shares; 2026Q1: 33,976 shares 33,976 $3.28M 0.09% -4,860 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,811 shares; 2024Q4: 18,040 shares; 2025Q1: 17,970 shares; 2025Q2: 17,859 shares; 2025Q3: 17,802 shares; 2025Q4: 15,154 shares; 2026Q1: 15,006 shares 15,006 $3.26M 0.09% -148 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,090 shares; 2024Q4: 20,519 shares; 2025Q1: 17,562 shares; 2025Q2: 18,393 shares; 2025Q3: 17,959 shares; 2025Q4: 19,021 shares; 2026Q1: 22,031 shares 22,031 $3.24M 0.09% +3,010 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,587 shares; 2024Q4: 36,110 shares; 2025Q1: 35,998 shares; 2025Q2: 35,998 shares; 2025Q3: 35,998 shares; 2025Q4: 35,389 shares; 2026Q1: 35,622 shares 35,622 $3.21M 0.09% +233 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,279 shares; 2024Q4: 20,307 shares; 2025Q1: 20,092 shares; 2025Q2: 20,033 shares; 2025Q3: 19,989 shares; 2025Q4: 19,982 shares; 2026Q1: 20,054 shares 20,054 $3.2M 0.09% +72 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 10,124 shares; 2025Q1: 9,004 shares; 2025Q2: 9,206 shares; 2025Q3: 8,902 shares; 2025Q4: 8,899 shares; 2026Q1: 8,999 shares 8,999 $3.08M 0.08% +100 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,958 shares; 2025Q1: 6,396 shares; 2025Q2: 6,547 shares; 2025Q3: 6,595 shares; 2025Q4: 7,369 shares; 2026Q1: 7,029 shares 7,029 $3.02M 0.08% -340 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,198 shares; 2024Q4: 51,330 shares; 2025Q1: 50,647 shares; 2025Q2: 50,138 shares; 2025Q3: 46,402 shares; 2025Q4: 45,243 shares; 2026Q1: 46,159 shares 46,159 $2.96M 0.08% +916 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 9,001 shares; 2025Q1: 9,192 shares; 2025Q2: 9,682 shares; 2025Q3: 9,550 shares; 2025Q4: 9,734 shares; 2026Q1: 10,155 shares 10,155 $2.91M 0.08% +421 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,356 shares; 2024Q4: 25,126 shares; 2025Q1: 24,364 shares; 2025Q2: 24,167 shares; 2025Q3: 24,130 shares; 2025Q4: 23,779 shares; 2026Q1: 22,600 shares 22,600 $2.91M 0.08% -1,179 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 8,855 shares; 2025Q1: 8,774 shares; 2025Q2: 10,651 shares; 2025Q3: 9,895 shares; 2025Q4: 21,648 shares; 2026Q1: 21,265 shares 21,265 $2.83M 0.08% -383 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 20,257 shares; 2025Q1: 22,261 shares; 2025Q2: 23,385 shares; 2025Q3: 25,106 shares; 2025Q4: 26,841 shares; 2026Q1: 28,204 shares 28,204 $2.72M 0.07% +1,363 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 6,250 shares; 2025Q1: 6,651 shares; 2025Q2: 7,193 shares; 2025Q3: 5,204 shares; 2025Q4: 5,066 shares; 2026Q1: 5,188 shares 5,188 $2.55M 0.07% +122 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,340 shares; 2024Q4: 18,149 shares; 2025Q1: 17,067 shares; 2025Q2: 16,456 shares; 2025Q3: 14,779 shares; 2025Q4: 14,388 shares; 2026Q1: 13,644 shares 13,644 $2.49M 0.07% -744 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 23,132 shares; 2025Q1: 34,854 shares; 2025Q2: 60,234 shares; 2025Q3: 57,900 shares; 2025Q4: 55,413 shares; 2026Q1: 54,612 shares 54,612 $2.32M 0.06% -801 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 9,375 shares; 2025Q1: 11,464 shares; 2025Q2: 12,576 shares; 2025Q3: 12,139 shares; 2025Q4: 12,057 shares; 2026Q1: 11,212 shares 11,212 $2.28M 0.06% -845 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,975 shares; 2024Q4: 24,241 shares; 2025Q1: 23,980 shares; 2025Q2: 23,459 shares; 2025Q3: 22,815 shares; 2025Q4: 22,580 shares; 2026Q1: 20,710 shares 20,710 $2.26M 0.06% -1,870 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,256 shares; 2024Q4: 43,593 shares; 2025Q1: 24,742 shares; 2025Q2: 98,311 shares; 2025Q3: 98,568 shares; 2025Q4: 95,264 shares; 2026Q1: 125,137 shares 125,137 $2.22M 0.06% +29,873 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,224 shares; 2025Q1: 3,483 shares; 2025Q2: 3,765 shares; 2025Q3: 4,122 shares; 2025Q4: 4,286 shares; 2026Q1: 4,370 shares 4,370 $2.17M 0.06% +84 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,450 shares; 2025Q4: 168,368 shares; 2026Q1: 119,029 shares 119,029 $2.14M 0.06% -49,339 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,551 shares; 2025Q1: 10,410 shares; 2025Q2: 10,410 shares; 2025Q3: 9,941 shares; 2025Q4: 9,925 shares; 2026Q1: 9,912 shares 9,912 $2.12M 0.06% -13 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,318 shares; 2025Q1: 1,513 shares; 2025Q2: 1,429 shares; 2025Q3: 1,499 shares; 2025Q4: 16,158 shares; 2026Q1: 21,315 shares 21,315 $2.05M 0.06% +5,157 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,324 shares; 2024Q4: 29,324 shares; 2025Q1: 26,073 shares; 2025Q2: 26,014 shares; 2025Q3: 25,562 shares; 2025Q4: 28,148 shares; 2026Q1: 28,451 shares 28,451 $2.04M 0.06% +303 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 7,361 shares; 2025Q1: 7,569 shares; 2025Q2: 7,598 shares; 2025Q3: 6,676 shares; 2025Q4: 7,422 shares; 2026Q1: 10,397 shares 10,397 $2.01M 0.06% +2,975 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,303 shares; 2024Q4: 23,810 shares; 2025Q1: 22,183 shares; 2025Q2: 21,457 shares; 2025Q3: 21,277 shares; 2025Q4: 19,617 shares; 2026Q1: 19,606 shares 19,606 $1.97M 0.05% -11 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,076 shares; 2024Q4: 95,866 shares; 2025Q1: 79,481 shares; 2025Q2: 79,504 shares; 2025Q3: 77,828 shares; 2025Q4: 77,596 shares; 2026Q1: 77,596 shares 77,596 $1.92M 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,354 shares; 2024Q4: 24,975 shares; 2025Q1: 23,838 shares; 2025Q2: 23,801 shares; 2025Q3: 23,931 shares; 2025Q4: 19,264 shares; 2026Q1: 17,978 shares 17,978 $1.85M 0.05% -1,286 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 2,018 shares; 2025Q4: 2,010 shares; 2026Q1: 2,027 shares 2,027 $1.81M 0.05% +17 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,831 shares; 2025Q1: 10,412 shares; 2025Q2: 11,939 shares; 2025Q3: 11,813 shares; 2025Q4: 11,738 shares; 2026Q1: 8,482 shares 8,482 $1.81M 0.05% -3,256 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,055 shares; 2024Q4: 260,598 shares; 2025Q1: 257,400 shares; 2025Q2: 210,558 shares; 2025Q3: 174,742 shares; 2025Q4: 170,293 shares; 2026Q1: 166,453 shares 166,453 $1.81M 0.05% -3,840 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,819 shares; 2024Q4: 21,816 shares; 2025Q1: 20,946 shares; 2025Q2: 20,689 shares; 2025Q3: 19,464 shares; 2025Q4: 19,605 shares; 2026Q1: 19,096 shares 19,096 $1.8M 0.05% -509 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 7,877 shares; 2025Q1: 7,563 shares; 2025Q2: 7,935 shares; 2025Q3: 7,927 shares; 2025Q4: 7,869 shares; 2026Q1: 8,452 shares 8,452 $1.78M 0.05% +583 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,671 shares; 2024Q4: 18,686 shares; 2025Q1: 18,351 shares; 2025Q2: 17,718 shares; 2025Q3: 18,499 shares; 2025Q4: 18,434 shares; 2026Q1: 18,497 shares 18,497 $1.72M 0.05% +63 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,192 shares; 2025Q1: 6,848 shares; 2025Q2: 7,050 shares; 2025Q3: 7,061 shares; 2025Q4: 6,995 shares; 2026Q1: 6,890 shares 6,890 $1.71M 0.05% -105 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,717 shares; 2024Q4: 48,473 shares; 2025Q1: 48,473 shares; 2025Q2: 48,473 shares; 2025Q3: 48,473 shares; 2025Q4: 48,357 shares; 2026Q1: 48,357 shares 48,357 $1.67M 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,001 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,915 shares; 2025Q4: 1,916 shares; 2026Q1: 1,914 shares 1,914 $1.66M 0.05% -2 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,334 shares; 2025Q1: 1,642 shares; 2025Q2: 2,142 shares; 2025Q3: 2,135 shares; 2025Q4: 2,128 shares; 2026Q1: 5,795 shares 5,795 $1.64M 0.05% +3,667 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,009 shares; 2025Q1: 6,023 shares; 2025Q2: 6,109 shares; 2025Q3: 5,826 shares; 2025Q4: 5,848 shares; 2026Q1: 1,684 shares 1,684 $1.62M 0.04% -4,164 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,980 shares; 2025Q1: 3,165 shares; 2025Q2: 3,338 shares; 2025Q3: 8,872 shares; 2025Q4: 9,032 shares; 2026Q1: 10,942 shares 10,942 $1.6M 0.04% +1,910 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 11,775 shares; 2026Q1: 11,648 shares 11,648 $1.54M 0.04% -127 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 223 shares; 2025Q1: 236 shares; 2025Q2: 266 shares; 2025Q3: 278 shares; 2025Q4: 299 shares; 2026Q1: 357 shares 357 $1.5M 0.04% +58 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,777 shares; 2025Q1: 2,963 shares; 2025Q2: 3,512 shares; 2025Q3: 4,533 shares; 2025Q4: 5,012 shares; 2026Q1: 6,162 shares 6,162 $1.5M 0.04% +1,150 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,630 shares; 2025Q1: 4,176 shares; 2025Q2: 4,771 shares; 2025Q3: 6,051 shares; 2025Q4: 6,239 shares; 2026Q1: 7,978 shares 7,978 $1.49M 0.04% +1,739 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,283 shares; 2025Q1: 5,275 shares; 2025Q2: 4,415 shares; 2025Q3: 4,392 shares; 2025Q4: 4,118 shares; 2026Q1: 4,118 shares 4,118 $1.48M 0.04% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,637 shares; 2024Q4: 8,530 shares; 2025Q1: 10,254 shares; 2025Q2: 10,263 shares; 2025Q3: 10,270 shares; 2025Q4: 10,279 shares; 2026Q1: 10,112 shares 10,112 $1.48M 0.04% -167 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,940 shares; 2024Q4: 30,940 shares; 2025Q1: 31,127 shares; 2025Q2: 31,127 shares; 2025Q3: 31,127 shares; 2025Q4: 31,127 shares; 2026Q1: 31,029 shares 31,029 $1.47M 0.04% -98 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,935 shares; 2025Q1: 3,677 shares; 2025Q2: 4,329 shares; 2025Q3: 5,801 shares; 2025Q4: 5,979 shares; 2026Q1: 5,219 shares 5,219 $1.41M 0.04% -760 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,579 shares; 2025Q2: 9,731 shares; 2025Q3: 13,598 shares; 2025Q4: 15,404 shares; 2026Q1: 19,444 shares 19,444 $1.4M 0.04% +4,040 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,671 shares; 2024Q4: 32,814 shares; 2025Q1: 29,108 shares; 2025Q2: 29,150 shares; 2025Q3: 29,193 shares; 2025Q4: 25,817 shares; 2026Q1: 20,022 shares 20,022 $1.39M 0.04% -5,795 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 11,778 shares; 2025Q1: 11,394 shares; 2025Q2: 10,771 shares; 2025Q3: 10,818 shares; 2025Q4: 10,930 shares; 2026Q1: 8,391 shares 8,391 $1.39M 0.04% -2,539 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,266 shares; 2024Q4: 13,123 shares; 2025Q1: not reported; 2025Q2: 29,247 shares; 2025Q3: 29,432 shares; 2025Q4: 28,192 shares; 2026Q1: 30,105 shares 30,105 $1.39M 0.04% +1,913 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,399 shares; 2024Q4: 43,586 shares; 2025Q1: 40,769 shares; 2025Q2: 38,196 shares; 2025Q3: 34,754 shares; 2025Q4: 32,884 shares; 2026Q1: 18,760 shares 18,760 $1.36M 0.04% -14,124 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,890 shares 59,890 $1.34M 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 531 shares; 2025Q4: 549 shares; 2026Q1: 1,536 shares 1,536 $1.34M 0.04% +987 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 10,439 shares; 2025Q1: 10,548 shares; 2025Q2: 10,617 shares; 2025Q3: 9,973 shares; 2025Q4: 9,764 shares; 2026Q1: 10,204 shares 10,204 $1.34M 0.04% +440 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,092 shares; 2025Q1: 59,926 shares; 2025Q2: 57,909 shares; 2025Q3: 57,909 shares; 2025Q4: 57,906 shares; 2026Q1: 57,906 shares 57,906 $1.33M 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,504 shares; 2024Q4: 47,255 shares; 2025Q1: 45,663 shares; 2025Q2: 54,847 shares; 2025Q3: 51,979 shares; 2025Q4: 53,575 shares; 2026Q1: 45,419 shares 45,419 $1.32M 0.04% -8,156 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,018 shares; 2024Q4: 23,348 shares; 2025Q1: 25,396 shares; 2025Q2: 35,618 shares; 2025Q3: 41,044 shares; 2025Q4: 42,070 shares; 2026Q1: 34,607 shares 34,607 $1.31M 0.04% -7,463 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,979 shares; 2024Q4: 61,417 shares; 2025Q1: 59,131 shares; 2025Q2: 59,087 shares; 2025Q3: 54,012 shares; 2025Q4: 53,540 shares; 2026Q1: 51,316 shares 51,316 $1.29M 0.04% -2,224 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 890 shares; 2025Q1: 946 shares; 2025Q2: 1,033 shares; 2025Q3: 1,475 shares; 2025Q4: 8,245 shares; 2026Q1: 12,298 shares 12,298 $1.29M 0.04% +4,053 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,642 shares; 2025Q1: 1,680 shares; 2025Q2: 1,848 shares; 2025Q3: 2,093 shares; 2025Q4: 2,498 shares; 2026Q1: 2,565 shares 2,565 $1.28M 0.04% +67 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,715 shares; 2024Q4: 20,715 shares; 2025Q1: 20,270 shares; 2025Q2: 21,026 shares; 2025Q3: 19,939 shares; 2025Q4: 14,732 shares; 2026Q1: 14,624 shares 14,624 $1.27M 0.03% -108 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,740 shares; 2024Q4: 16,190 shares; 2025Q1: 14,204 shares; 2025Q2: 13,811 shares; 2025Q3: 12,110 shares; 2025Q4: 11,587 shares; 2026Q1: 11,134 shares 11,134 $1.18M 0.03% -453 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 8,629 shares; 2025Q1: 9,020 shares; 2025Q2: 8,663 shares; 2025Q3: 8,519 shares; 2025Q4: 8,141 shares; 2026Q1: 8,074 shares 8,074 $1.17M 0.03% -67 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,396 shares 22,396 $1.16M 0.03% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,141 shares; 2024Q4: 13,117 shares; 2025Q1: 12,656 shares; 2025Q2: 12,643 shares; 2025Q3: 12,519 shares; 2025Q4: 12,587 shares; 2026Q1: 12,520 shares 12,520 $1.16M 0.03% -67 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 4,801 shares; 2025Q2: 4,801 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares; 2026Q1: 4,803 shares 4,803 $1.14M 0.03% +2 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 32,567 shares; 2025Q1: 31,867 shares; 2025Q2: 29,293 shares; 2025Q3: 43,173 shares; 2025Q4: 42,715 shares; 2026Q1: 43,824 shares 43,824 $1.12M 0.03% +1,109 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,398 shares; 2025Q2: 8,453 shares; 2025Q3: 10,366 shares; 2025Q4: 12,701 shares; 2026Q1: 12,756 shares 12,756 $1.12M 0.03% +55 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,774 shares; 2025Q1: 2,665 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,668 shares; 2026Q1: 2,694 shares 2,694 $1.12M 0.03% +26 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,906 shares; 2024Q4: 28,906 shares; 2025Q1: 28,906 shares; 2025Q2: 28,906 shares; 2025Q3: 15,830 shares; 2025Q4: 15,830 shares; 2026Q1: 15,830 shares 15,830 $1.12M 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 14,788 shares; 2025Q1: 14,788 shares; 2025Q2: 14,781 shares; 2025Q3: 14,777 shares; 2025Q4: 11,166 shares; 2026Q1: 11,166 shares 11,166 $1.08M 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,352 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 4,078 shares 4,078 $1.07M 0.03% +1,899 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,538 shares; 2025Q1: 3,859 shares; 2025Q2: 3,792 shares; 2025Q3: 1,737 shares; 2025Q4: 1,886 shares; 2026Q1: 1,633 shares 1,633 $1.07M 0.03% -253 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,022 shares; 2025Q1: 5,028 shares; 2025Q2: 4,971 shares; 2025Q3: 5,119 shares; 2025Q4: 4,830 shares; 2026Q1: 4,274 shares 4,274 $1.04M 0.03% -556 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 20,625 shares; 2025Q1: 20,293 shares; 2025Q2: 20,001 shares; 2025Q3: 21,838 shares; 2025Q4: 17,927 shares; 2026Q1: 15,341 shares 15,341 $1.04M 0.03% -2,586 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,043 shares; 2025Q1: 1,855 shares; 2025Q2: 1,571 shares; 2025Q3: 1,993 shares; 2025Q4: 1,805 shares; 2026Q1: 1,671 shares 1,671 $1.03M 0.03% -134 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,266 shares; 2024Q4: 9,769 shares; 2025Q1: 8,237 shares; 2025Q2: 13,461 shares; 2025Q3: 13,455 shares; 2025Q4: 13,329 shares; 2026Q1: 12,897 shares 12,897 $1.03M 0.03% -432 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,852 shares; 2024Q4: 24,124 shares; 2025Q1: 23,008 shares; 2025Q2: 17,322 shares; 2025Q3: 16,841 shares; 2025Q4: 16,469 shares; 2026Q1: 16,256 shares 16,256 $1.02M 0.03% -213 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,137 shares; 2025Q1: 9,120 shares; 2025Q2: 9,119 shares; 2025Q3: 9,076 shares; 2025Q4: 9,057 shares; 2026Q1: 9,056 shares 9,056 $1.01M 0.03% -1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,572 shares; 2024Q4: 36,572 shares; 2025Q1: 37,536 shares; 2025Q2: 36,737 shares; 2025Q3: 21,142 shares; 2025Q4: 21,142 shares; 2026Q1: 20,528 shares 20,528 $995K 0.03% -614 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,746 shares; 2024Q4: 17,746 shares; 2025Q1: 16,640 shares; 2025Q2: 16,640 shares; 2025Q3: 16,640 shares; 2025Q4: 16,640 shares; 2026Q1: 16,640 shares 16,640 $992K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,026 shares; 2025Q1: 29,228 shares; 2025Q2: 10,573 shares; 2025Q3: 11,617 shares; 2025Q4: 12,155 shares; 2026Q1: 14,400 shares 14,400 $981K 0.03% +2,245 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,012 shares; 2025Q1: 1,178 shares; 2025Q2: 1,273 shares; 2025Q3: 1,387 shares; 2025Q4: 1,549 shares; 2026Q1: 2,230 shares 2,230 $964K 0.03% +681 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 25,801 shares; 2025Q1: 25,147 shares; 2025Q2: 25,851 shares; 2025Q3: 34,351 shares; 2025Q4: 32,151 shares; 2026Q1: 32,928 shares 32,928 $958K 0.03% +777 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,585 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares; 2025Q4: 14,585 shares; 2026Q1: 14,585 shares 14,585 $955K 0.03% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,669 shares; 2025Q1: 2,765 shares; 2025Q2: 2,495 shares; 2025Q3: 7,924 shares; 2025Q4: 4,553 shares; 2026Q1: 5,513 shares 5,513 $954K 0.03% +960 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,429 shares; 2025Q2: 4,212 shares; 2025Q3: 4,841 shares; 2025Q4: 5,211 shares; 2026Q1: 5,918 shares 5,918 $949K 0.03% +707 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 11,765 shares; 2025Q1: 10,450 shares; 2025Q2: 10,589 shares; 2025Q3: 10,594 shares; 2025Q4: 10,675 shares; 2026Q1: 11,895 shares 11,895 $947K 0.03% +1,220 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 2,871 shares; 2025Q1: 2,701 shares; 2025Q2: 2,688 shares; 2025Q3: 2,627 shares; 2025Q4: 2,885 shares; 2026Q1: 2,778 shares 2,778 $939K 0.03% -107 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 1,445 shares; 2025Q3: 1,868 shares; 2025Q4: 1,950 shares; 2026Q1: 2,027 shares 2,027 $934K 0.03% +77 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 2,175 shares; 2026Q1: 2,383 shares 2,383 $930K 0.03% +208 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,695 shares; 2025Q1: 3,702 shares; 2025Q2: 3,697 shares; 2025Q3: 3,699 shares; 2025Q4: 3,705 shares; 2026Q1: 3,783 shares 3,783 $924K 0.03% +78 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,714 shares; 2024Q4: 22,382 shares; 2025Q1: 21,947 shares; 2025Q2: 21,953 shares; 2025Q3: 21,303 shares; 2025Q4: 21,306 shares; 2026Q1: 21,306 shares 21,306 $904K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 3,688 shares; 2025Q1: 4,223 shares; 2025Q2: 3,591 shares; 2025Q3: 6,009 shares; 2025Q4: 14,275 shares; 2026Q1: 14,679 shares 14,679 $899K 0.02% +404 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 6,365 shares; 2025Q1: 6,423 shares; 2025Q2: 6,402 shares; 2025Q3: 7,543 shares; 2025Q4: 7,616 shares; 2026Q1: 7,644 shares 7,644 $885K 0.02% +28 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,953 shares; 2025Q1: 2,696 shares; 2025Q2: 2,817 shares; 2025Q3: 2,757 shares; 2025Q4: 2,352 shares; 2026Q1: 2,008 shares 2,008 $877K 0.02% -344 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,336 shares; 2025Q1: 4,210 shares; 2025Q2: 4,165 shares; 2025Q3: 4,270 shares; 2025Q4: 4,174 shares; 2026Q1: 4,355 shares 4,355 $867K 0.02% +181 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,277 shares; 2024Q4: 8,964 shares; 2025Q1: 8,672 shares; 2025Q2: 8,502 shares; 2025Q3: 8,028 shares; 2025Q4: 7,714 shares; 2026Q1: 6,519 shares 6,519 $854K 0.02% -1,195 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,921 shares; 2024Q4: 21,921 shares; 2025Q1: 21,921 shares; 2025Q2: 17,599 shares; 2025Q3: 17,599 shares; 2025Q4: 17,599 shares; 2026Q1: 17,599 shares 17,599 $842K 0.02% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,836 shares; 2025Q3: 2,163 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $842K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 6,724 shares; 2025Q1: 9,018 shares; 2025Q2: 2,421 shares; 2025Q3: 6,380 shares; 2025Q4: 3,085 shares; 2026Q1: 3,086 shares 3,086 $840K 0.02% +1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 3,441 shares; 2025Q1: 3,457 shares; 2025Q2: 3,372 shares; 2025Q3: 3,312 shares; 2025Q4: 3,309 shares; 2026Q1: 3,704 shares 3,704 $837K 0.02% +395 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,174 shares; 2025Q1: 2,809 shares; 2025Q2: 4,417 shares; 2025Q3: 7,167 shares; 2025Q4: 2,763 shares; 2026Q1: 3,694 shares 3,694 $830K 0.02% +931 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,335 shares 20,335 $810K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,857 shares; 2025Q3: 1,941 shares; 2025Q4: 2,160 shares; 2026Q1: 2,355 shares 2,355 $796K 0.02% +195 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 10,283 shares; 2025Q1: 6,544 shares; 2025Q2: 6,793 shares; 2025Q3: 7,798 shares; 2025Q4: 7,060 shares; 2026Q1: 8,165 shares 8,165 $787K 0.02% +1,105 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,987 shares; 2025Q1: 3,357 shares; 2025Q2: 3,098 shares; 2025Q3: 2,805 shares; 2025Q4: 2,773 shares; 2026Q1: 2,283 shares 2,283 $784K 0.02% -490 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,471 shares; 2025Q3: 13,421 shares; 2025Q4: 13,021 shares; 2026Q1: 12,496 shares 12,496 $779K 0.02% -525 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,329 shares; 2025Q1: 3,657 shares; 2025Q2: 3,673 shares; 2025Q3: 3,048 shares; 2025Q4: 3,055 shares; 2026Q1: 3,383 shares 3,383 $777K 0.02% +328 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,450 shares; 2025Q1: 2,476 shares; 2025Q2: 2,477 shares; 2025Q3: 2,437 shares; 2025Q4: 2,412 shares; 2026Q1: 2,692 shares 2,692 $773K 0.02% +280 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,519 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,538 shares; 2025Q4: 2,545 shares; 2026Q1: 2,548 shares 2,548 $771K 0.02% +3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,218 shares; 2026Q1: 3,310 shares 3,310 $763K 0.02% +92 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,206 shares; 2025Q3: 4,206 shares; 2025Q4: 4,206 shares; 2026Q1: 4,206 shares 4,206 $761K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,092 shares; 2024Q4: 28,092 shares; 2025Q1: 30,369 shares; 2025Q2: 31,682 shares; 2025Q3: 34,057 shares; 2025Q4: 33,970 shares; 2026Q1: 39,362 shares 39,362 $760K 0.02% +5,392 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,645 shares; 2025Q3: 4,917 shares; 2025Q4: 2,031 shares; 2026Q1: 2,405 shares 2,405 $751K 0.02% +374 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,084 shares; 2025Q1: 2,037 shares; 2025Q2: 2,036 shares; 2025Q3: 2,039 shares; 2025Q4: 2,035 shares; 2026Q1: 2,090 shares 2,090 $748K 0.02% +55 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,940 shares; 2025Q1: 4,718 shares; 2025Q2: 5,482 shares; 2025Q3: 5,507 shares; 2025Q4: 6,256 shares; 2026Q1: 6,152 shares 6,152 $743K 0.02% -104 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 6,683 shares; 2025Q1: 6,683 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,584 shares; 2026Q1: 6,584 shares 6,584 $739K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 7,423 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares; 2026Q1: 7,407 shares 7,407 $720K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,453 shares; 2025Q3: 11,397 shares; 2025Q4: 11,567 shares; 2026Q1: 13,084 shares 13,084 $708K 0.02% +1,517 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 2,726 shares; 2025Q3: 2,846 shares; 2025Q4: 3,141 shares; 2026Q1: 4,310 shares 4,310 $707K 0.02% +1,169 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 11,454 shares; 2025Q1: 11,454 shares; 2025Q2: 11,170 shares; 2025Q3: 11,170 shares; 2025Q4: 7,661 shares; 2026Q1: 8,414 shares 8,414 $703K 0.02% +753 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,766 shares; 2024Q4: 12,449 shares; 2025Q1: 12,318 shares; 2025Q2: 11,026 shares; 2025Q3: 8,281 shares; 2025Q4: 8,226 shares; 2026Q1: 7,096 shares 7,096 $693K 0.02% -1,130 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,605 shares; 2024Q4: 28,561 shares; 2025Q1: 29,188 shares; 2025Q2: 29,182 shares; 2025Q3: 29,181 shares; 2025Q4: 29,178 shares; 2026Q1: 28,526 shares 28,526 $691K 0.02% -652 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 11,969 shares; 2025Q1: 12,370 shares; 2025Q2: 13,255 shares; 2025Q3: 11,969 shares; 2025Q4: 10,738 shares; 2026Q1: 13,890 shares 13,890 $686K 0.02% +3,152 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,032 shares; 2025Q1: 2,021 shares; 2025Q2: 2,111 shares; 2025Q3: 2,077 shares; 2025Q4: 2,092 shares; 2026Q1: 2,085 shares 2,085 $685K 0.02% -7 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,324 shares; 2024Q4: 14,333 shares; 2025Q1: 14,333 shares; 2025Q2: 14,333 shares; 2025Q3: 14,073 shares; 2025Q4: 14,026 shares; 2026Q1: 13,994 shares 13,994 $649K 0.02% -32 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,235 shares; 2024Q4: 22,741 shares; 2025Q1: 22,741 shares; 2025Q2: 22,741 shares; 2025Q3: 22,741 shares; 2025Q4: 24,529 shares; 2026Q1: 24,524 shares 24,524 $648K 0.02% -5 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,320 shares; 2024Q4: 96,372 shares; 2025Q1: 6,693 shares; 2025Q2: 7,483 shares; 2025Q3: 5,849 shares; 2025Q4: 6,201 shares; 2026Q1: 3,864 shares 3,864 $642K 0.02% -2,337 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,569 shares; 2024Q4: 71,465 shares; 2025Q1: 73,161 shares; 2025Q2: 62,443 shares; 2025Q3: 44,290 shares; 2025Q4: 32,306 shares; 2026Q1: 18,876 shares 18,876 $641K 0.02% -13,430 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,761 shares; 2025Q1: 1,881 shares; 2025Q2: 1,851 shares; 2025Q3: 1,855 shares; 2025Q4: 2,027 shares; 2026Q1: 2,648 shares 2,648 $626K 0.02% +621 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,810 shares; 2025Q1: 2,906 shares; 2025Q2: 2,903 shares; 2025Q3: 2,853 shares; 2025Q4: 2,850 shares; 2026Q1: 2,999 shares 2,999 $624K 0.02% +149 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,174 shares; 2025Q4: 2,177 shares; 2026Q1: 2,172 shares 2,172 $623K 0.02% -5 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 15,889 shares; 2025Q1: 6,005 shares; 2025Q2: 5,697 shares; 2025Q3: 5,517 shares; 2025Q4: 3,303 shares; 2026Q1: 3,066 shares 3,066 $623K 0.02% -237 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 17,189 shares; 2025Q3: 17,189 shares; 2025Q4: 17,189 shares; 2026Q1: 17,189 shares 17,189 $621K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,787 shares; 2025Q2: 2,864 shares; 2025Q3: 2,787 shares; 2025Q4: 2,787 shares; 2026Q1: 3,003 shares 3,003 $610K 0.02% +216 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 25,306 shares; 2025Q1: 25,148 shares; 2025Q2: 15,296 shares; 2025Q3: 15,239 shares; 2025Q4: 14,804 shares; 2026Q1: 25,503 shares 25,503 $609K 0.02% +10,699 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,721 shares; 2025Q1: 1,800 shares; 2025Q2: 1,792 shares; 2025Q3: 1,798 shares; 2025Q4: 1,792 shares; 2026Q1: 1,761 shares 1,761 $608K 0.02% -31 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 15,450 shares; 2025Q1: 15,995 shares; 2025Q2: 14,964 shares; 2025Q3: 15,042 shares; 2025Q4: 15,049 shares; 2026Q1: 15,040 shares 15,040 $604K 0.02% -9 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 20,154 shares; 2025Q1: 20,154 shares; 2025Q2: 20,154 shares; 2025Q3: 19,052 shares; 2025Q4: 19,052 shares; 2026Q1: 19,052 shares 19,052 $603K 0.02% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 2,588 shares; 2025Q1: 2,712 shares; 2025Q2: 2,895 shares; 2025Q3: 2,976 shares; 2025Q4: 3,830 shares; 2026Q1: 3,349 shares 3,349 $602K 0.02% -481 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares 3,296 $598K 0.02% 0 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,006 shares; 2026Q1: 27,345 shares 27,345 $590K 0.02% +12,339 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,819 shares; 2025Q1: 4,509 shares; 2025Q2: 4,495 shares; 2025Q3: 4,477 shares; 2025Q4: 4,446 shares; 2026Q1: 4,446 shares 4,446 $589K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 4,298 shares; 2025Q1: 4,330 shares; 2025Q2: 4,283 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 3,899 shares 3,899 $585K 0.02% -363 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,196 shares; 2024Q4: 11,616 shares; 2025Q1: 11,521 shares; 2025Q2: 10,266 shares; 2025Q3: 10,478 shares; 2025Q4: 10,267 shares; 2026Q1: 10,244 shares 10,244 $582K 0.02% -23 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,750 shares; 2024Q4: 28,311 shares; 2025Q1: 17,941 shares; 2025Q2: 13,802 shares; 2025Q3: 12,355 shares; 2025Q4: 13,257 shares; 2026Q1: 13,156 shares 13,156 $581K 0.02% -101 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 570 shares; 2025Q1: 481 shares; 2025Q2: 434 shares; 2025Q3: 403 shares; 2025Q4: 376 shares; 2026Q1: 394 shares 394 $580K 0.02% +18 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,708 shares; 2025Q3: 12,707 shares; 2025Q4: 12,707 shares; 2026Q1: 12,707 shares 12,707 $576K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,237 shares; 2025Q1: 2,182 shares; 2025Q2: 2,163 shares; 2025Q3: 2,164 shares; 2025Q4: 2,039 shares; 2026Q1: 1,950 shares 1,950 $569K 0.02% -89 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 6,846 shares; 2025Q1: 6,565 shares; 2025Q2: 6,591 shares; 2025Q3: 5,585 shares; 2025Q4: 5,401 shares; 2026Q1: 4,890 shares 4,890 $553K 0.02% -511 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 8,250 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares; 2026Q1: 8,838 shares 8,838 $553K 0.02% +713 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,005 shares; 2026Q1: 23,263 shares 23,263 $550K 0.02% +2,258 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,189 shares; 2026Q1: 23,467 shares 23,467 $549K 0.02% +2,278 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 2,572 shares; 2025Q1: 2,440 shares; 2025Q2: 3,860 shares; 2025Q3: 3,781 shares; 2025Q4: 3,815 shares; 2026Q1: 2,854 shares 2,854 $541K 0.01% -961 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 1,130 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,165 shares 1,165 $540K 0.01% +15 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 3,028 shares; 2025Q3: 3,030 shares; 2025Q4: 3,897 shares; 2026Q1: 4,031 shares 4,031 $528K 0.01% +134 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,549 shares; 2025Q3: 2,599 shares; 2025Q4: 2,539 shares; 2026Q1: 2,547 shares 2,547 $528K 0.01% +8 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,233 shares; 2025Q1: 3,180 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares; 2025Q4: 3,098 shares; 2026Q1: 3,185 shares 3,185 $524K 0.01% +87 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,512 shares; 2025Q1: 12,115 shares; 2025Q2: 12,114 shares; 2025Q3: 11,876 shares; 2025Q4: 11,876 shares; 2026Q1: 11,421 shares 11,421 $521K 0.01% -455 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 462 shares; 2025Q1: 478 shares; 2025Q2: 466 shares; 2025Q3: 474 shares; 2025Q4: 483 shares; 2026Q1: 477 shares 477 $520K 0.01% -6 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,517 shares; 2025Q1: 3,520 shares; 2025Q2: 6,377 shares; 2025Q3: 4,828 shares; 2025Q4: 4,828 shares; 2026Q1: 4,714 shares 4,714 $517K 0.01% -114 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 1,422 shares 1,422 $511K 0.01% +535 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,375 shares 6,375 $510K 0.01% -175 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,659 shares; 2025Q1: 3,703 shares; 2025Q2: 3,676 shares; 2025Q3: 3,303 shares; 2025Q4: 3,632 shares; 2026Q1: 3,644 shares 3,644 $508K 0.01% +12 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,957 shares; 2024Q4: 13,987 shares; 2025Q1: 12,313 shares; 2025Q2: 12,170 shares; 2025Q3: 12,170 shares; 2025Q4: 12,321 shares; 2026Q1: 12,201 shares 12,201 $501K 0.01% -120 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,147 shares; 2025Q1: 7,166 shares; 2025Q2: 6,986 shares; 2025Q3: 5,856 shares; 2025Q4: 5,848 shares; 2026Q1: 5,736 shares 5,736 $497K 0.01% -112 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,546 shares; 2026Q1: 3,546 shares 3,546 $490K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,002 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $489K 0.01% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,128 shares 2,128 $487K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,919 shares; 2024Q4: 9,202 shares; 2025Q1: 8,978 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares; 2025Q4: 8,729 shares; 2026Q1: 9,421 shares 9,421 $480K 0.01% +692 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,594 shares; 2024Q4: 21,792 shares; 2025Q1: 21,143 shares; 2025Q2: 14,717 shares; 2025Q3: 14,330 shares; 2025Q4: 13,323 shares; 2026Q1: 13,242 shares 13,242 $478K 0.01% -81 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 5,172 shares; 2025Q1: 4,695 shares; 2025Q2: 4,617 shares; 2025Q3: 4,575 shares; 2025Q4: 4,445 shares; 2026Q1: 3,502 shares 3,502 $476K 0.01% -943 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,131 shares; 2025Q4: 5,131 shares; 2026Q1: 5,389 shares 5,389 $475K 0.01% +258 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,302 shares; 2025Q1: 1,303 shares; 2025Q2: 1,304 shares; 2025Q3: 1,285 shares; 2025Q4: 1,287 shares; 2026Q1: 1,288 shares 1,288 $468K 0.01% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,221 shares; 2025Q1: 3,541 shares; 2025Q2: 5,000 shares; 2025Q3: 5,363 shares; 2025Q4: 5,189 shares; 2026Q1: 5,035 shares 5,035 $456K 0.01% -154 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: 6,939 shares; 2025Q1: 7,551 shares; 2025Q2: 7,231 shares; 2025Q3: 7,196 shares; 2025Q4: 7,197 shares; 2026Q1: 6,262 shares 6,262 $456K 0.01% -935 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,104 shares; 2025Q1: 2,109 shares; 2025Q2: 2,111 shares; 2025Q3: 1,445 shares; 2025Q4: 1,590 shares; 2026Q1: 1,625 shares 1,625 $454K 0.01% +35 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,221 shares; 2025Q1: 2,259 shares; 2025Q2: 2,431 shares; 2025Q3: 2,406 shares; 2025Q4: 2,513 shares; 2026Q1: 2,614 shares 2,614 $451K 0.01% +101 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares 3,766 $446K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 4,414 shares; 2025Q3: 4,414 shares; 2025Q4: 4,414 shares; 2026Q1: 4,414 shares 4,414 $441K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 11,736 shares; 2025Q1: 10,370 shares; 2025Q2: 9,850 shares; 2025Q3: 9,454 shares; 2025Q4: 9,537 shares; 2026Q1: 7,917 shares 7,917 $437K 0.01% -1,620 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,951 shares; 2025Q3: 6,951 shares; 2025Q4: 6,951 shares; 2026Q1: 6,951 shares 6,951 $432K 0.01% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,189 shares; 2024Q4: 31,919 shares; 2025Q1: 32,804 shares; 2025Q2: 22,952 shares; 2025Q3: 21,359 shares; 2025Q4: 21,289 shares; 2026Q1: 19,400 shares 19,400 $431K 0.01% -1,889 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares; 2025Q2: 49,635 shares; 2025Q3: 49,635 shares; 2025Q4: 49,635 shares; 2026Q1: 49,635 shares 49,635 $428K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 934 shares; 2025Q1: 823 shares; 2025Q2: 820 shares; 2025Q3: 814 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $423K 0.01% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,649 shares; 2025Q3: 5,682 shares; 2025Q4: 5,649 shares; 2026Q1: 5,191 shares 5,191 $418K 0.01% -458 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 6,733 shares; 2025Q1: 6,687 shares; 2025Q2: 5,029 shares; 2025Q3: 4,882 shares; 2025Q4: 4,635 shares; 2026Q1: 4,597 shares 4,597 $418K 0.01% -38 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,193 shares; 2025Q1: 3,955 shares; 2025Q2: 3,645 shares; 2025Q3: 3,647 shares; 2025Q4: 3,898 shares; 2026Q1: 3,748 shares 3,748 $408K 0.01% -150 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,293 shares; 2025Q1: 4,615 shares; 2025Q2: 4,706 shares; 2025Q3: 4,471 shares; 2025Q4: 4,850 shares; 2026Q1: 4,334 shares 4,334 $407K 0.01% -516 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,865 shares; 2025Q2: 1,839 shares; 2025Q3: 1,822 shares; 2025Q4: 1,820 shares; 2026Q1: 1,920 shares 1,920 $406K 0.01% +100 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: 814 shares; 2025Q2: 802 shares; 2025Q3: 744 shares; 2025Q4: 742 shares; 2026Q1: 730 shares 730 $401K 0.01% -12 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,955 shares; 2026Q1: 11,955 shares 11,955 $399K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 1,959 shares; 2026Q1: 2,073 shares 2,073 $398K 0.01% +114 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,970 shares; 2025Q1: 2,137 shares; 2025Q2: 2,101 shares; 2025Q3: 1,875 shares; 2025Q4: 1,754 shares; 2026Q1: 1,708 shares 1,708 $396K 0.01% -46 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,088 shares; 2025Q1: 4,718 shares; 2025Q2: 4,331 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares; 2026Q1: 4,149 shares 4,149 $390K 0.01% -148 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 4,470 shares; 2025Q2: 4,474 shares; 2025Q3: 4,657 shares; 2025Q4: 9,324 shares; 2026Q1: 8,404 shares 8,404 $386K 0.01% -920 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,858 shares; 2025Q1: 12,038 shares; 2025Q2: 16,211 shares; 2025Q3: 16,020 shares; 2025Q4: 16,022 shares; 2026Q1: 16,161 shares 16,161 $385K 0.01% +139 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,854 shares; 2025Q1: 3,360 shares; 2025Q2: 3,299 shares; 2025Q3: 3,313 shares; 2025Q4: 3,338 shares; 2026Q1: 3,360 shares 3,360 $381K 0.01% +22 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 989 shares 989 $379K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,140 shares; 2025Q2: 2,106 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares; 2026Q1: 2,089 shares 2,089 $376K 0.01% +10 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 11,650 shares; 2025Q1: 10,525 shares; 2025Q2: 9,794 shares; 2025Q3: 9,799 shares; 2025Q4: 8,503 shares; 2026Q1: 8,507 shares 8,507 $371K 0.01% +4 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,361 shares; 2025Q1: 4,539 shares; 2025Q2: 4,624 shares; 2025Q3: 4,620 shares; 2025Q4: 4,594 shares; 2026Q1: 4,410 shares 4,410 $369K 0.01% -184 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 16,000 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares; 2026Q1: 16,500 shares 16,500 $368K 0.01% -2,200 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 15,655 shares; 2025Q1: 15,655 shares; 2025Q2: 15,655 shares; 2025Q3: 15,655 shares; 2025Q4: 15,655 shares; 2026Q1: 18,303 shares 18,303 $368K 0.01% +2,648 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,174 shares; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,856 shares; 2026Q1: 2,898 shares 2,898 $366K 0.01% +42 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $364K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,054 shares; 2025Q1: 3,595 shares; 2025Q2: 3,789 shares; 2025Q3: 3,202 shares; 2025Q4: 3,199 shares; 2026Q1: 3,160 shares 3,160 $363K 0.01% -39 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,949 shares; 2025Q1: 1,952 shares; 2025Q2: 1,954 shares; 2025Q3: 1,957 shares; 2025Q4: 1,959 shares; 2026Q1: 976 shares 976 $362K 0.01% -983 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 3,381 shares; 2025Q1: 3,396 shares; 2025Q2: 3,387 shares; 2025Q3: 3,914 shares; 2025Q4: not reported; 2026Q1: 6,349 shares 6,349 $358K 0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,657 shares; 2024Q4: 21,657 shares; 2025Q1: 22,096 shares; 2025Q2: 14,226 shares; 2025Q3: 14,836 shares; 2025Q4: 14,322 shares; 2026Q1: 14,192 shares 14,192 $356K 0.01% -130 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 990 shares 990 $353K 0.01% -31 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 11,857 shares; 2025Q1: 12,926 shares; 2025Q2: 13,085 shares; 2025Q3: 13,321 shares; 2025Q4: 11,891 shares; 2026Q1: 2,905 shares 2,905 $352K 0.01% -8,986 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181 shares; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: 1,867 shares; 2026Q1: 1,690 shares 1,690 $351K 0.01% -177 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 738 shares; 2026Q1: 738 shares 738 $350K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,299 shares; 2025Q1: 5,299 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,345 shares; 2026Q1: 5,997 shares 5,997 $346K 0.01% +652 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 6,703 shares; 2025Q2: 6,703 shares; 2025Q3: 6,703 shares; 2025Q4: 6,822 shares; 2026Q1: 7,134 shares 7,134 $345K 0.01% +312 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,022 shares; 2025Q2: 1,999 shares; 2025Q3: 2,029 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares 2,030 $343K 0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 16,968 shares; 2025Q1: 12,521 shares; 2025Q2: 10,827 shares; 2025Q3: 7,803 shares; 2025Q4: 7,824 shares; 2026Q1: 7,611 shares 7,611 $342K 0.01% -213 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,139 shares; 2024Q4: 13,246 shares; 2025Q1: 13,229 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,229 shares; 2026Q1: 13,229 shares 13,229 $339K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,461 shares; 2026Q1: 6,579 shares 6,579 $337K 0.01% +1,118 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 13,248 shares; 2025Q1: 13,146 shares; 2025Q2: 13,043 shares; 2025Q3: 13,043 shares; 2025Q4: 13,043 shares; 2026Q1: 13,043 shares 13,043 $332K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,762 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 5,085 shares; 2025Q4: 5,041 shares; 2026Q1: 5,242 shares 5,242 $329K 0.01% +201 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,703 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 1,986 shares; 2026Q1: 2,916 shares 2,916 $329K 0.01% +930 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 788 shares 788 $321K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,973 shares; 2025Q1: 3,476 shares; 2025Q2: 4,161 shares; 2025Q3: 4,550 shares; 2025Q4: 4,698 shares; 2026Q1: 1,613 shares 1,613 $320K 0.01% -3,085 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,630 shares; 2024Q4: 78,388 shares; 2025Q1: 78,388 shares; 2025Q2: 72,540 shares; 2025Q3: 67,529 shares; 2025Q4: 31,411 shares; 2026Q1: 28,820 shares 28,820 $319K 0.01% -2,591 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,253 shares 2,253 $319K 0.01% -4 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,253 shares; 2024Q4: not reported; 2025Q1: 12,460 shares; 2025Q2: 12,459 shares; 2025Q3: 12,459 shares; 2025Q4: 12,459 shares; 2026Q1: 12,459 shares 12,459 $318K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,303 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 2,906 shares; 2026Q1: 2,906 shares 2,906 $317K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 7,589 shares; 2025Q1: 7,652 shares; 2025Q2: 7,650 shares; 2025Q3: 7,623 shares; 2025Q4: 7,679 shares; 2026Q1: 5,474 shares 5,474 $316K 0.01% -2,205 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares 2,082 $315K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,409 shares 4,409 $314K 0.01% -16 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 12,938 shares; 2025Q1: 4,707 shares; 2025Q2: 4,490 shares; 2025Q3: 3,836 shares; 2025Q4: 3,509 shares; 2026Q1: 3,463 shares 3,463 $310K 0.01% -46 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,084 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 3,051 shares 3,051 $307K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares 2,539 $306K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,451 shares; 2026Q1: 1,126 shares 1,126 $305K 0.01% -325 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares 3,146 $301K 0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,584 shares; 2024Q4: 19,089 shares; 2025Q1: 19,076 shares; 2025Q2: 14,616 shares; 2025Q3: 14,549 shares; 2025Q4: 9,646 shares; 2026Q1: 9,646 shares 9,646 $297K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,541 shares; 2025Q3: 3,518 shares; 2025Q4: 3,180 shares; 2026Q1: 2,986 shares 2,986 $297K 0.01% -194 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,931 shares; 2026Q1: 3,257 shares 3,257 $296K 0.01% -2,674 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 8,456 shares; 2025Q1: 9,221 shares; 2025Q2: 3,122 shares; 2025Q3: 3,089 shares; 2025Q4: 2,729 shares; 2026Q1: 3,262 shares 3,262 $289K 0.01% +533 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 6,146 shares; 2025Q4: 6,401 shares; 2026Q1: 6,114 shares 6,114 $287K 0.01% -287 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,165 shares; 2025Q2: 1,206 shares; 2025Q3: 1,559 shares; 2025Q4: 2,107 shares; 2026Q1: 2,294 shares 2,294 $286K 0.01% +187 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 5,197 shares; 2025Q4: 6,235 shares; 2026Q1: 6,499 shares 6,499 $286K 0.01% +264 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 7,431 shares; 2025Q1: 7,373 shares; 2025Q2: 6,898 shares; 2025Q3: 5,366 shares; 2025Q4: 5,801 shares; 2026Q1: 5,805 shares 5,805 $285K 0.01% +4 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,676 shares; 2024Q4: 13,508 shares; 2025Q1: 9,917 shares; 2025Q2: 9,547 shares; 2025Q3: 8,608 shares; 2025Q4: 8,634 shares; 2026Q1: 9,899 shares 9,899 $284K 0.01% +1,265 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 2,733 shares; 2025Q4: 2,698 shares; 2026Q1: 1,811 shares 1,811 $281K 0.01% -887 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,300 shares; 2025Q4: 3,250 shares; 2026Q1: 2,883 shares 2,883 $280K 0.01% -367 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,524 shares; 2025Q1: 1,622 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $280K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 6,485 shares; 2025Q1: 6,757 shares; 2025Q2: 6,320 shares; 2025Q3: 6,644 shares; 2025Q4: 6,640 shares; 2026Q1: 5,297 shares 5,297 $280K 0.01% -1,343 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,428 shares; 2026Q1: 17,753 shares 17,753 $278K 0.01% +325 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 745 shares; 2025Q1: 783 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 806 shares; 2026Q1: 850 shares 850 $277K 0.01% +44 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,593 shares; 2024Q4: 38,140 shares; 2025Q1: 33,413 shares; 2025Q2: 81,569 shares; 2025Q3: 81,798 shares; 2025Q4: 81,586 shares; 2026Q1: 23,977 shares 23,977 $277K 0.01% -57,609 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,908 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares; 2026Q1: 5,437 shares 5,437 $276K 0.01% +951 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 13,305 shares; 2025Q1: 10,481 shares; 2025Q2: 10,639 shares; 2025Q3: 8,788 shares; 2025Q4: 8,788 shares; 2026Q1: 8,324 shares 8,324 $274K 0.01% -464 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 5,028 shares; 2025Q1: 4,689 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares; 2026Q1: 4,239 shares 4,239 $274K 0.01% 0 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,258 shares; 2026Q1: 4,004 shares 4,004 $271K 0.01% -254 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 15,131 shares; 2025Q1: 13,605 shares; 2025Q2: 29,955 shares; 2025Q3: 29,955 shares; 2025Q4: 29,955 shares; 2026Q1: 26,837 shares 26,837 $269K 0.01% -3,118 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares 2,855 $264K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares 1,420 $262K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,161 shares 1,161 $262K 0.01% +142 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,344 shares 8,344 $260K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,233 shares; 2025Q1: 4,135 shares; 2025Q2: 4,080 shares; 2025Q3: 4,057 shares; 2025Q4: 4,057 shares; 2026Q1: 2,760 shares 2,760 $254K 0.01% -1,297 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares 1,821 $254K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,091 shares; 2026Q1: 13,894 shares 13,894 $254K 0.01% +803 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 9,528 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,447 shares 10,447 $253K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,190 shares; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares; 2026Q1: 5,365 shares 5,365 $252K 0.01% -825 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,079 shares; 2025Q2: 2,000 shares; 2025Q3: 2,009 shares; 2025Q4: 2,000 shares; 2026Q1: 2,700 shares 2,700 $250K 0.01% +700 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 7,133 shares; 2025Q1: 7,133 shares; 2025Q2: 7,133 shares; 2025Q3: 7,133 shares; 2025Q4: 5,543 shares; 2026Q1: 5,543 shares 5,543 $248K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387 shares 387 $246K 0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares 1,678 $244K 0.01% new Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,313 shares 22,313 $244K 0.01% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares; 2026Q1: 2,869 shares 2,869 $243K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,930 shares; 2024Q4: 11,611 shares; 2025Q1: 1,867 shares; 2025Q2: 1,578 shares; 2025Q3: 1,457 shares; 2025Q4: 1,099 shares; 2026Q1: 925 shares 925 $241K 0.01% -174 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,197 shares 3,197 $240K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,031 shares; 2025Q4: 6,031 shares; 2026Q1: 6,031 shares 6,031 $239K 0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,465 shares; 2025Q2: 19,465 shares; 2025Q3: not reported; 2025Q4: 16,631 shares; 2026Q1: 16,631 shares 16,631 $238K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares 1,436 $232K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,762 shares; 2026Q1: 2,498 shares 2,498 $232K 0.01% -264 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 794 shares 794 $225K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 513 shares; 2025Q1: 503 shares; 2025Q2: 497 shares; 2025Q3: 514 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $225K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 2,471 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares; 2025Q4: 2,212 shares; 2026Q1: 2,169 shares 2,169 $225K 0.01% -43 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,539 shares; 2024Q4: 11,244 shares; 2025Q1: 11,052 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,232 shares; 2026Q1: 4,907 shares 4,907 $223K 0.01% -325 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 13,200 shares; 2026Q1: 21,100 shares 21,100 $223K 0.01% +7,900 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,298 shares; 2025Q1: 3,312 shares; 2025Q2: 2,995 shares; 2025Q3: 3,030 shares; 2025Q4: not reported; 2026Q1: 4,883 shares 4,883 $221K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,284 shares; 2025Q1: 3,255 shares; 2025Q2: 3,574 shares; 2025Q3: 1,443 shares; 2025Q4: not reported; 2026Q1: 1,838 shares 1,838 $218K 0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,479 shares; 2025Q4: 3,479 shares; 2026Q1: 3,479 shares 3,479 $217K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 359 shares; 2025Q4: 375 shares; 2026Q1: 254 shares 254 $215K 0.01% -121 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 2,685 shares; 2026Q1: 2,979 shares 2,979 $214K 0.01% +294 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,490 shares; 2025Q2: 7,101 shares; 2025Q3: 7,176 shares; 2025Q4: 5,859 shares; 2026Q1: 5,359 shares 5,359 $214K 0.01% -500 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: not reported; 2026Q1: 1,835 shares 1,835 $213K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 2,819 shares; 2026Q1: 2,679 shares 2,679 $213K 0.01% -140 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 643 shares 643 $210K 0.01% new Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,830 shares 5,830 $210K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 884 shares 884 $210K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,071 shares 1,071 $210K 0.01% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,297 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares; 2026Q1: 4,297 shares 4,297 $209K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,536 shares 2,536 $209K 0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,213 shares; 2025Q3: 9,213 shares; 2025Q4: 14,953 shares; 2026Q1: 5,740 shares 5,740 $209K 0.01% -9,213 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,953 shares; 2025Q3: 2,953 shares; 2025Q4: 2,953 shares; 2026Q1: 2,953 shares 2,953 $209K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 10,544 shares; 2025Q1: 10,534 shares; 2025Q2: 10,332 shares; 2025Q3: 10,526 shares; 2025Q4: 10,489 shares; 2026Q1: 10,393 shares 10,393 $208K 0.01% -96 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,809 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,462 shares 4,462 $207K 0.01% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,354 shares; 2025Q2: 3,142 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 1,851 shares 1,851 $206K 0.01% -1,128 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,026 shares; 2025Q3: 7,095 shares; 2025Q4: 4,429 shares; 2026Q1: 4,108 shares 4,108 $206K 0.01% -321 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,299 shares 1,299 $204K 0.01% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 5,370 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,429 shares; 2026Q1: 4,429 shares 4,429 $204K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,068 shares; 2026Q1: 3,562 shares 3,562 $203K 0.01% -506 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,977 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares; 2026Q1: 7,977 shares 7,977 $202K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,844 shares; 2025Q4: 6,844 shares; 2026Q1: 6,844 shares 6,844 $202K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,162 shares 2,162 $202K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares 1,532 $201K 0.01% new Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,169 shares 13,169 $194K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,451 shares; 2025Q3: 13,391 shares; 2025Q4: 13,391 shares; 2026Q1: 13,391 shares 13,391 $189K 0.01% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,034 shares 18,034 $188K 0.01% new Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,546 shares; 2026Q1: 12,699 shares 12,699 $182K <0.01% +153 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,241 shares; 2024Q4: 11,241 shares; 2025Q1: 11,241 shares; 2025Q2: 11,241 shares; 2025Q3: 11,241 shares; 2025Q4: 11,239 shares; 2026Q1: 12,438 shares 12,438 $128K <0.01% +1,199 Timeline CMCT CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,753 shares 185,753 $114K <0.01% new Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,600 shares; 2025Q4: 13,600 shares; 2026Q1: 13,600 shares 13,600 $68.7K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,355 shares 18,355 $36.9K <0.01% new Timeline HITI HIGH TIDE INC More: the full row for HIGH TIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 12,755 shares; 2025Q1: 12,755 shares; 2025Q2: 12,755 shares; 2025Q3: 12,755 shares; 2025Q4: 12,755 shares; 2026Q1: 12,755 shares 12,755 $29.2K <0.01% 0 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,324 shares; 2025Q1: 10,324 shares; 2025Q2: 10,324 shares; 2025Q3: 10,324 shares; 2025Q4: 10,324 shares; 2026Q1: 10,324 shares 10,324 $24.5K <0.01% 0 Timeline